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Retirement tax questions
Fanfare, thank you for your help. We let our probate lawyer handle everything and the other 1099-Rs listed the distributions code as "4" in my name. For whatever reason, the "found" IRA lists the recipient as the "estate of ....." and not me with a distribution code of 4G. For further clarification, can you explain why we didn't have to pay taxes on the other IRA 1099's that listed my name as recipient with a distribution code of 4?
‎June 6, 2019
5:26 AM